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Experience

Shawn Riley is a manager in the wealth management practice. He is known for helping high-net worth families develop financial planning strategies that help them meet their short- and long-term goals.

He specializes in portfolio construction, strategic planning, tax optimization and estate planning strategies, as well as helping families develop comprehensive intergenerational wealth management strategies.

Shawn holds a BA in economics from the University of Michigan.
 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

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